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Apr 9, 2020

Shielded Alpha℠: One-on-One with Blue Tractor Group

Simon Goulet and Terence Norman, co-founders of Blue Tractor Group, recently discussed with SS&C ALPS the challenges and opportunities of the Shielded Alpha℠ ETF wrapper. Blue Tractor’s Shield Alpha℠ was one of four semi-transparent models approved by the SEC late in 2019.

Mar 3, 2020

ActiveShares®: Fireside Q&A with Precidian Investments

As one of the first firms to the receive SEC approval, Precidian Investments ActiveShares® is on track to be the first to market with licensee American Century Investments (ACI).  Recently, we engaged two of the founding principals, Stuart Thomas and Mark Criscitello, to discuss the challenges and opportunities around their new ETF wrappers.

Feb 24, 2020

The ETF “ANTs” go marching one by one: active non- and semi-transparent models

“If you’re a mutual fund warehouse, you’re trying to figure out how to grow your business without giving away your secret sauce.” ~Nichole M. Kramer*, Wall Street Journal, February 8, 2019

Jan 9, 2020

2020 predictions for asset management

Recently, SS&C’s Research, Analytics and Consulting wrote a piece for Ignites, where we outlined our 2020 predictions for the asset and wealth management industries.  The following is a more in-depth review of our 2020 predictions.

May 3, 2019

Active non-transparent ETFs and mutual funds – A transformational change?

In a March 2019 blog titled ETFs – Looking into the future, I referenced an earlier blog post from February 2018, ETFs: An industry in flux.  I wrote in this earlier blog that, subject to regulatory approval, I hoped to see a great deal of product innovation in 2018—namely actively-managed, non-transparent ETFs.  Well, it seems that at last, and better late than never, the SEC has finally given conditional approval to one strategy: Precidian’s ActiveShares.

Jul 26, 2018

SS&C SVC adds ETFs to its Managed Data Services

The ability to aggregate data from multiple vendors is crucial for managing assets on a global platform and a necessity in an age where manual price validation creates additional cost and risk.

Jan 31, 2018

The rising popularity of direct indexing among financial advisors

Direct indexing, a method for replicating the performance of an index by purchasing the underlying shares instead of buying an ETF or mutual fund is becoming increasingly popular among advisors. Advisors, and their clients, are drawn to this approach because of cost efficiencies, tax-harvesting benefits, and customization opportunities.

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